See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,699 | $121,625-32.8% | $104,607-21.9% | $158,922-48.6% |
| Participation rate | 55.6% | 77.5%-22.0pp | 74.1%-18.5pp | 82.0%-26.4pp |
| Annual return | -1.34% | 465.26%-466.6pp | 340.46%-341.8pp | 302.83%-304.2pp |
| Employer contribution / active EE | $912 | $3,163-71.2% | $2,681-66.0% | $4,761-80.8% |
| Participant deferral / active EE | $1,801 | $4,177-56.9% | $3,740-51.8% | $5,982-69.9% |
| Admin fee / account holder | $328 | $7,787-95.8% | $6,473-94.9% | $11,246-97.1% |